Activest Wealth Management’s PepsiCo PEP Stock Holding History

Activest Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.2K	Sell	164 -819	-83%	-$122K	﹤0.01%	428
2026 Q1	$153K	Sell	983 -4	-0.4%	-$623	0.03%	173
2025 Q4	$142K	Buy	987 +320	+48%	+$47K	0.03%	184
2025 Q3	$93.7K	Buy	667 +380	+132%	+$54.3K	0.02%	192
2025 Q2	$37.8K	Sell	287 -248	-46%	-$33.4K	0.01%	241
2025 Q1	$80.2K	Buy	535 +526	+5,844%	+$78.3K	0.02%	151
2024 Q4	$1.37K	Buy	+9	New	+$1.48K	﹤0.01%	449
2024 Q2	–	Sell	-45	Closed	-$7.77K	–	548
2024 Q1	$7.94K	Buy	+45	New	+$7.58K	﹤0.01%	232
2022 Q1	–	Sell	-98	Closed	-$17K	–	362
2021 Q4	$17K	Hold	98	–	–	0.01%	179
2021 Q3	$15K	Hold	98	–	–	0.01%	194
2021 Q2	$15K	Hold	98	–	–	0.01%	169
2021 Q1	$14K	Buy	+98	New	+$13.4K	0.01%	165

Other funds holding PEP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Activest Wealth Management's PEP Position: Q2 2026 in Review

Activest Wealth Management reduced its PepsiCo (PEP) stake by 83% in Q2 2026, selling an estimated $122K and leaving 164 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Activest Wealth Management first reported a position in PEP in Q1 2021 and has held it in 12 quarters since. The position peaked at $153K in Q1 2026. 1,032 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

Activest Wealth Management held 164 shares of PepsiCo worth $22.2K as of Q2 2026.
Activest Wealth Management sold 819 PepsiCo shares in Q2 2026, an estimated $122K.
PepsiCo made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #428 holding.
Activest Wealth Management first reported a position in PepsiCo in Q1 2021 and has held it in 12 quarters since.
Activest Wealth Management's PepsiCo position peaked at $153K in Q1 2026.
1,032 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.